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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (5228)	9/14/1999 2:21:00 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 12823

Charles: I do not quite agree with you. The players will be BRCM and INTC. You may not have realized it, but in 98, Level One bought a company called Acclaim Communications whose founder had founded earlier Kaplana. Acclaim was focusing on layer 3 and 4 chips. The new INTC processors originate from this acquisition, and from the acquisition of Softcom. BRCM made similar acquisitions (a subsidiary of Alliance Semiconductor, a company called Maverick Networks, and Hothaus). PMCS has a very strong position in the ATM chip segment, but its focus appears narrower. So, my bet would be BRCM versus INTC. Best regards, Bernard Levy